1. SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

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4. Workfolder

5. Billings

6. Filing Rules

7. Filings

8. Open Filings Filings

9. Open Filings Filing status on…

10. Open Filings Draft Filings Filings

11. Open Filings Draft Filings Messages Filings

12. Open Filings Draft Filings Messages Filings

13. Open Filings Draft Filings Messages Filings Settings View > Message Settings

14. Open Filings Draft Filings Messages Filings Settings View > Message Settings

15. Open Filings Draft Filings Messages Filings Search

16. Create Filing

17. Step 1 Create Filing

18. Step 1 Create Filing Settings View > User Preferences

19. Step 2 Create Filing

20. Step 3 Create Filing

21. Step 4 Create Filing

22. Step 5 Create Filing

23. Step 6 Create Filing

24. Step 7 Create Filing

25. Step 7 Create Filing Settings View > Add Company

26. Step 8 Create Filing

27. Step 9 Create Filing

28. Inside a Filing

29. General Information Form Schedule Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

30. General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

31. Templates > Create Schedule Template General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

32. General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce Templates > Create Schedule Template

33. General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

34. General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

35. General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

36. General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

38. General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

39. Amending Filings

40. Step 1 Amending a Filing

41. Step 2 Amending a Filing

42. Step 3 Amending a Filing

43. Step 4 Amending a Filing

44. Step 5 Amending a Filing

45. Step 6 Amending a filing

46. Step 7 Amending a Filing

47. Step 8 Amending a Filing

48. PDF Pipeline

49. Step 1 PDF Pipeline

50. Step 2 PDF Pipeline

51. Step 3 PDF Pipeline

52. SHOENFELT CONSULTING, INC. James Shoenfelt | 216.561.6267 | jim@shoenfeltconsulting.com